ImaCash user manual

ImaCash user manual

ImaCash is the software that connects the establishment's sales system with the cash control machine. Its goal is to make cash desk operations safer, faster and easier to review: payments, change, shifts, refunds, manual transactions, emptying, refilling, reports and incidents are recorded so the business has control over every movement. This manual brings together the main guides for using ImaCash correctly, both in daily operations and in administration and configuration tasks.

Who this manual is for

This manual is designed for everyone who works with ImaCash:

  • Cash desk staff who need to take payments, manage change, review pending operations or record a manual transaction.
  • Supervisors and shift managers who need to open or close shifts, review incidents, control movements and resolve operational questions.
  • Establishment administrators who manage users, permissions, reports, configuration and maintenance.
  • Technicians and integrators who need to understand how ImaCash behaves depending on the POS, the cash machine and the active modules.

No technical knowledge is required to use the basic guides. Each section is organized around real tasks: what you want to do, where to go and what to review before confirming an operation.

Minimum requirements necessary to install ImaCash

To ensure stable operation, it is advisable to first validate the equipment and the environment on which the solution is going to be deployed.

  • Computer with Windows 8.1 or higher.
  • Recommended resolution of 1366x768 or 1024x768.
  • At least 2 GB of RAM.
  • NetFramework 4.0 or higher installed.
  • POS free of viruses, malware and adware.
  • Exceptions configured in antivirus and firewall to ensure optimal performance.

Before you start

ImaCash may work differently depending on the installation. Some options may appear, change name or be unavailable depending on:

  • The installed cash machine.
  • The integrated POS/TPV.
  • The user's permissions.
  • The license and maintenance status.
  • Active modules, such as card, reports, Cloud, SmartTill or others.
  • The configuration defined by the establishment.

If an option does not appear on your screen, it does not necessarily mean there is an error. It may be disabled, depend on permissions or not be compatible with the installed machine.

User administration in ImaCash

Table of contents

Access each manual guide according to the task you need to perform in ImaCash.

Introduction to ImaCash

Start here if this is your first time using ImaCash or if you need to understand what it's for. This guide explains what ImaCash does, what problem it solves, and how it relates to the POS/POS and cash machine.

Read introduction

Main screen

Learn to recognize the initial screen of ImaCash: visible operations, active user, device status, main buttons, floating icon and work accesses.

See main screen

Shifts

Guide to open, continue, close and empty shifts. It also explains concepts such as initial photo, machine now, cash to collect, last shifts and permissions to open or close shift.

Manage shifts

Collections and sales

See how the collection flow works, cash payments, card payments, mixed payments, returns, canceled operations and pending transactions.

View collections and sales

Manual transactions

Explains when to use a manual transaction, how to select a user, enter the amount, add a concept and record an operation when it does not arrive automatically from the POS/POS.

Record manual transaction

Postponed and resynchronization

Guide to understand what a deferred transaction is, how to recover it, when to resynchronize, and what precautions to take before cleaning or updating screen operations.

View deferred and resynchronization

Changes

Explains how to make cash exchanges and what the available options mean, such as exchange by amount, by denomination, logical exchange, exchange up, or exchange down.

Manage changes

Emptying and filling

Learn to record cash receipts and exits on the machine: emptying, refilling, dispensing, movements by denomination, stacker and inventory.

View cash movements

Discrepancies and traffic jams

Guide to identify incidents, review open discrepancies, claim amounts, save traffic jams and know when to contact technical support.

Resolve incidents

Users and permissions

Explains how users, profiles, passwords, login with NFC and permissions for sensitive operations such as reports, configuration, subscriptions, emptying or manual transactions work.

Manage users

Settings

Guide aimed at administrators and technicians. It brings together ImaCash settings, warning levels, filters, card, advanced options, database, POS integration, machine and active modules.

View settings

Reports and web portal

View reporting options: sales, empties, dispenses, refills, changes, shifts, discrepancies and export to CSV, Excel or PDF. It also includes access to the reporting web portal.

Consult reports

SMTP and communications

Explains how to configure email for automatic communications, reports or notices, including SMTP data, application password, Gmail, Outlook/Microsoft 365, and proof of delivery.

Configure SMTP

Frequent errors

See solutions for common issues: machine unavailable, incorrect COM port, insufficient inventory, missing change merge, integration error, incorrect SMTP, invalid session, or down maintenance.

See common errors
Recommendation for use

Choose the tour according to your profile

Do you need help with your installation?

We help you get ImaCash up and running and answer any questions

If you prefer that we review your case, we can guide you on installation, configuration, integration with POS or daily use of the system.